First Trust High Yield Opportunities 2027 Term Fund
FTHY
88 hedge funds and large institutions have $216M invested in First Trust High Yield Opportunities 2027 Term Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
4% more funds holding
Funds holding: 85 → 88 (+3)
3% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 29
0.75% less ownership
Funds ownership: 41.38% → 40.62% (-0.75%)
4% less capital invested
Capital invested by funds: $226M → $216M (-$9.48M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.39M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.14M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.05M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$829K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$508K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Huntleigh Advisors
St. Louis,
Missouri
|
-$4.74M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.08M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$1.07M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$638K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$565K |
FTHY Hedge Fund Activity: Q3 2025 in Review
88 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) for Q3 2025, worth a combined $216M — down 4.2% from $226M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FTHY positions and 5 closed out — a net gain of 5 holders — while 30 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.39M. The largest seller was Huntleigh Advisors, cutting an estimated $4.74M.
- 88 institutional investors held First Trust High Yield Opportunities 2027 Term Fund (FTHY) as of Q3 2025, up from 85 in Q2 2025.
- Funds reported $216M of First Trust High Yield Opportunities 2027 Term Fund stock for Q3 2025, down 4.2% quarter-over-quarter.
- 10 funds opened new First Trust High Yield Opportunities 2027 Term Fund positions in Q3 2025 and 5 closed out, a net change of +5 holders.
- The largest First Trust High Yield Opportunities 2027 Term Fund buyer in Q3 2025 was Morgan Stanley, an estimated $2.39M added.
- The largest First Trust High Yield Opportunities 2027 Term Fund seller in Q3 2025 was Huntleigh Advisors, an estimated $4.74M sold.
Based on aggregated 13F filings for Q3 2025.